电力设备行业周报:冠鸿智能0.2GWH全固态电池产线签约 强调Q2海风业绩拐点

国盛证券
15 Jun

光伏:终端需求疲软,6 月组件开工率或有所下降。根据本周索比咨询数据,6 月以来,组件价格还在下行,本周地面电站TOPCon 210 双面0.670元/W,TOPCon 矩形双面0.665 元/W,HJT 矩形双面0.730 元/W。6 月目前组件开工率或有所下调,环比下降15~20%。在组件排产走入的背景下,关注后续辅材价格是否会有所下行。核心关注两大方向:1)供给侧偏刚性、后续需求复苏后价格...

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